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EOI

Eaton Vance Enhanced Equity Income Fund
EOI

83 hedge funds and large institutions have $156M invested in Eaton Vance Enhanced Equity Income Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

8% more funds holding

Funds holding: 77 → 83 (+6)

4% more capital invested

Capital invested by funds: $150M → $156M (+$5.93M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

1.26% less ownership

Funds ownership: 22.54% → 21.29% (-1.3%)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Concurrent Investment Advisors
Florida
+$2.8M
2
Wells Fargo
Wells Fargo
California
+$1.31M
3
AAS
Ameritas Advisory Services
Nebraska
+$950K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$881K
5
CA
Cornerstone Advisors
North Carolina
+$868K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.95M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.96M
3
Invesco
Invesco
Georgia
-$1.51M
4
RJA
Raymond James & Associates
Florida
-$1.36M
5
SFS
Shaker Financial Services
Virginia
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$915K – – –
DADC
27
D.A. Davidson & Co
Montana
$846K -$34.9K -1,992 -4%
FAIM
28
Financial Advocates Investment Management
Washington
$845K – – –
LCM
29
Landscape Capital Management
New Jersey
$759K -$145K -8,257 -17%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$721K +$19.1K +1,089 +3%
SFS
31
Shaker Financial Services
Virginia
$699K -$1.04M -59,127 -61%
Stifel Financial
32
Stifel Financial
Missouri
$688K -$4.17K -238 -0.6%
HighTower Advisors
33
HighTower Advisors
Illinois
$680K +$125K +7,146 +24%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$600K +$49.5K +2,823 +9%
BKA
35
Brick & Kyle Associates
Pennsylvania
$595K -$23.5K -1,338 -4%
CAN
36
Cetera Advisor Networks
California
$588K +$684 +39 +0.1%
RJT
37
Raymond James Trust
Florida
$558K -$14K -800 -3%
GPA
38
Guerra Pan Advisors
New Jersey
$531K -$29.3K -1,672 -5%
Jane Street
39
Jane Street
New York
$496K +$477K +27,215 New
RVPG
40
Relative Value Partners Group
$491K – – –
ATPW
41
Ashton Thomas Private Wealth
Arizona
$385K +$965 +55 +0.3%
AWS
42
Atria Wealth Solutions
New York
$325K -$351K -19,991 -53%
CA
43
Cetera Advisors
Colorado
$305K +$294K +16,758 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$275K +$19.7K +1,122 +8%
SWP
45
Stratos Wealth Partners
Ohio
$252K -$56.3K -3,210 -19%
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$248K +$789 +45 +0.3%
BMCM
47
Bryn Mawr Capital Management
Pennsylvania
$228K -$196K -11,195 -90%
HF
48
HRT Financial
New York
$215K +$207K +11,818 New
SWA
49
Stratos Wealth Advisors
Ohio
$209K +$2.1K +120 +1%
SWM
50
Stockman Wealth Management
Montana
$201K – – –
1
2
3 4

EOI Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Enhanced Equity Income Fund (EOI) for Q1 2024, worth a combined $156M — up 4% from $150M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EOI positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 25 trimmed.

The largest buyer was Concurrent Investment Advisors, opening a new position worth an estimated $2.8M. The largest seller was Morgan Stanley, cutting an estimated $8.95M.

  • 83 institutional investors held Eaton Vance Enhanced Equity Income Fund (EOI) as of Q1 2024, up from 77 in Q4 2023.
  • Funds reported $156M of Eaton Vance Enhanced Equity Income Fund stock for Q1 2024, up 4% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Enhanced Equity Income Fund positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Eaton Vance Enhanced Equity Income Fund buyer in Q1 2024 was Concurrent Investment Advisors, an estimated $2.8M added.
  • The largest Eaton Vance Enhanced Equity Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $8.95M sold.

Based on aggregated 13F filings for Q1 2024.